HIGHLIGHTED NEWS
According to the Government's report, as of December 1, Resolution No. 170/2024 has brought about clear results in 5 localities, contributing to the successful handling of 1,759/2,161 projects, freeing up more than 6,100 hectares of land and clearing capital sources of VND 220,433 billion. From this effectiveness, the Government proposed to continue expanding Resolution 170 nationwide for 1,104 projects with similar legal status, in order to remove obstacles, handle backlogs and, in particular, only apply to violations that occurred before the new resolution takes effect.
According to data from the Vietnam National Administration of Tourism, in the first 11 months of 2025, Vietnam welcomed more than 19.1 million international visitors, up 20.9% over the same period and surpassing the 18 million mark of 2019 for the first time. In November alone, the number of visitors reached nearly 2 million, up 14.2% over the previous month, with strong growth from North American and European markets during the peak tourist season at the end of the year. The main driving force comes from favorable visa policies, expanded promotional activities and the recovery of major markets such as the US, Canada and the EU group.
TRADING STRATEGY
The stock market increased positively in the first session of the week and closed at 1,753 points with liquidity slightly lower than the previous trading session. Divergence continues. Cash flow tends to improve in leading stocks in the real estate, F&B, insurance, and oil and gas sectors. On the contrary, selling pressure is still mainly concentrated in the finance, industrial services, technology, and chemical sectors. VN-Index today is likely to fluctuate around the 1,745-1,765 point area.
The market has a series of nine consecutive increasing sessions and officially surpassed the 1,720-1,740 point area. Although the general sentiment is showing signs of caution after noticing that cash flow has slowed down in highly popular stocks to find specific individual stocks. However, overall, the selling pressure to reduce the proportion is not too great. The balance of supply and demand remains relatively stable. The recovery trend towards the goal of testing and conquering the 1,780-1,800 point area of VN-Index is still guaranteed. Investors can consider screening, restructuring short-term portfolios towards controlled concentration or trading with available goods to optimize short-term positions. On the other hand, buying activities for medium- and long-term vision can absolutely continue to take place in the group of basic stocks, with attractive valuations or breakthrough prospects in the late 2025 and the first half of 2026.
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